Unclaimed
Winnie Lyn Fletcher is a registered representative with PFS Investments Inc. Winnie has been in the financial services industry for over 3 years and is licensed in California, Louisiana, and Oregon. Winnie is also a Series 63, Series 6TO and SIE exam holder. Winnie is located at 4991 E MCKINLEY AVE, # 104-D in FRESNO, CA and has experience working with corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth. PFS Investments Inc. offers a variety of financial services, including portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
CA
03/13/2023 - Present
PFS Investments Inc. (FRESNO CA)
CA
03/06/2020 - 12/22/2022
PFS INVESTMENTS INC. (FRESNO CA)
BC
Issued 03/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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